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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,296 | $166,131-60.7% | $164,975-60.4% | $145,877-55.2% |
| Participation rate | 47.1% | 82.0%-35.0pp | 78.6%-31.6pp | 80.3%-33.2pp |
| Annual return | 3.44% | 100.37%-96.9pp | 70.12%-66.7pp | 551.28%-547.8pp |
| Employer contribution / active EE | $871 | $5,276-83.5% | $4,343-80.0% | $4,663-81.3% |
| Participant deferral / active EE | $3,617 | $6,962-48.0% | $6,033-40.0% | $6,691-45.9% |
| Admin fee / account holder | $1,513 | $16,648-90.9% | $12,688-88.1% | $13,402-88.7% |